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Beacon Financial Corp

291 hedge funds and large institutions have $2.33B invested in Beacon Financial Corp in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 91 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

15% more capital invested

Capital invested by funds: $2.02B → $2.33B (+$306M)

3% more funds holding

Funds holding: 282291 (+9)

1.28% more ownership

Funds ownership: 91.29%92.57% (+1.3%)

9% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 91

Holders
291
Holders Change
+9
Holders Change %
+3.19%
% of All Funds
3.58%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
47
Increased
99
Reduced
91
Closed
31
Calls
$30K
Puts
Net Calls
+$30K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
TSW
51
Thompson Siegel & Walmsley
Virginia
$5.44M -$2.33M -79,962 -31%
CRC
52
Curi RMB Capital
Illinois
$5.1M +$2.42M +82,938 +95%
Swiss National Bank
53
Swiss National Bank
Switzerland
$4.99M
IP
54
Interval Partners
New York
$4.97M +$4.84M +165,640 New
Citadel Advisors
55
Citadel Advisors
Florida
$4.78M -$5.11M -175,129 -52%
Voloridge Investment Management
56
Voloridge Investment Management
Florida
$4.63M -$1.6M -54,928 -26%
Arrowstreet Capital
57
Arrowstreet Capital
Massachusetts
$4.57M -$33.1M -1,132,786 -88%
EC
58
EJF Capital
Virginia
$4.44M +$49.7K +1,702 +1%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$4.36M +$162K +5,546 +4%
CAM
60
Congress Asset Management
Massachusetts
$3.64M +$505K +17,298 +17%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$3.38M +$214K +7,321 +7%
HAI
62
Hennessy Advisors Inc
California
$3.33M +$1.34M +46,000 +71%
DFCM
63
Dark Forest Capital Management
Puerto Rico
$3.32M +$2.33M +79,864 +258%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$3.05M +$638K +21,870 +27%
BHCM
65
Brevan Howard Capital Management
Jersey
$3M +$2.92M +100,000 New
Citigroup
66
Citigroup
New York
$2.71M -$1.12M -38,452 -30%
Rafferty Asset Management
67
Rafferty Asset Management
New York
$2.64M -$1.69M -57,848 -40%
Deutsche Bank
68
Deutsche Bank
Germany
$2.62M +$293K +10,034 +13%
Prudential Financial
69
Prudential Financial
New Jersey
$2.56M +$196K +6,725 +9%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$2.37M -$2.12M -72,469 -48%
AIM
71
Artemis Investment Management
United Kingdom
$2.35M +$157K +5,364 +7%
CCM
72
Cutler Capital Management
Massachusetts
$2.32M +$235K +8,055 +12%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$2.28M +$844K +28,920 +62%
VAM
74
Vanguard Asset Management
$2.24M +$2.18M +74,597 New
Raymond James Financial
75
Raymond James Financial
Florida
$2.21M -$319K -10,931 -13%